Dan O'Shea Email & Phone Number

DCIO Channel Leader @ Columbia Threadneedle Investments

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Dan O'Shea Location

Boston, MA, US

Dan O'Shea Work

2022 - now DCIO Channel Leader @ Columbia Threadneedle Investments
2015 - 2022 Regional Vice President - Investment Only Division @ Columbia Threadneedle Investments
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2012 - 2015 Vice President - Investments @ HUB Retirement & Wealth Management/IBG Financial Partners

2009 - 2012 Financial Advisor @ Morgan Stanley
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2008 - 2009 Financial Advisor @ UBS Group AG
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2007 - 2008 Financial Consultant @ A.G. Edwards & Sons, Inc.
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Dan O'Shea Education

Amherst College
Bachelor of Arts (Political Science)
2003 - 2007

Dan O'Shea Skills

Series 66
Mutual Funds
Retirement Planning

Series 7
Finance
Investments
Financial Advisory
Strategic Financial Planning
Alternative Investments
Series 31

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Dan O'Shea Summary

Dan O'Shea, based in Boston, MA, US, is currently a DCIO Channel Leader at Columbia Threadneedle Investments, US. Dan O'Shea brings experience from previous roles at Columbia Threadneedle Investments, US, IBG Financial Partners, LLC, Morgan Stanley Smith Barney and UBS Wealth Management. Dan O'Shea holds a 2003 - 2007 Bachelor of Arts in Political Science @ Amherst College. With a robust skill set that includes Series 66, Mutual Funds, Retirement Planning, Series 7, Finance and more. Dan O'Shea has 2 emails and 2 mobile phone numbers on RocketReach.

Dan O'Shea Emails

Found 2 emails

Dan O'Shea Phone Numbers

Found 3 phone numbers

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Vice President National Account at Columbia Threadneedle Investments

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Matt Schortmann

Vice President, Head of Institutional Product and Strategy at Columbia Threadneedle Investments

Boston, MA, US
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- +1 617-688-XXXX
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Stephen Harasimowicz

Managing Director - Head of Trading at Columbia Threadneedle Investments

Boston, MA, US
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Ryan Christianson

Representative Director at Columbia Threadneedle Investments

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Raymond Bernard

Vice President, Head of Global Presentations and North America Product Marketing Operations at Columbia Threadneedle Investments

Boston, MA, US
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Patrick Ernster

Vice President Performance and Analytics at Columbia Threadneedle Investments

Minneapolis, MN, US
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Don Wilhelm

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Kersten Stannard

Vice President, Head of Digital Customer Experience, North America at Columbia Threadneedle Investments

Charlotte, NC, US
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